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Just reported
Q3 2026 results
From ELI Lilly's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$24.4B
+39% y/y
+6.2% q/qGuided
—
No guide given
EPS, GAAP
Actual
$7.22
+16% y/y
-9.1% q/qGuided
—
No guide given
Company outlook
Full year 2026
- Revenue$91B – $92B+40% y/y Raised +6.4%
- EPS, adjusted$4.07Raised +46%
- EPS$35.00 – $36.00Lowered -2.1%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes ELI Lilly is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Drug Manufacturers General
Graded A or B and worth $2B or more: A first, then the largest.
JNJJohnson & Johnson$682.6BA+
MRKMerck & Co., Inc.$362.2BA
NVSNovartis AG$305.8BA
AMGNAmgen Inc.$252.6BA+
GILDGilead Sciences, Inc.$208.3BA
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
BIIBBiogen Inc.2026年10月28日BAGraded B, now A
どうやって稼いでいるか
- Human pharmaceutical products100%
売上構成比はyear ended December 31, 2025の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Mounjaro
A medicine used with diet and exercise to improve blood sugar control in adults with type 2 diabetes.
Zepbound
A medicine for adults with obesity, or overweight with a weight-related health condition. It is also approved for certain adults with obesity and moderate to severe sleep apnea.
Foundayo (orforglipron)
An oral medicine approved in the United States for obesity. Lilly has also submitted it for review as a treatment for type 2 diabetes.
さらに3件を表示
Verzenio
A medicine used alone or with hormone treatment for certain adults with hormone receptor-positive breast cancer.
Jardiance
A medicine used for type 2 diabetes and to reduce certain risks related to heart failure and chronic kidney disease. Lilly markets it in collaboration with Boehringer Ingelheim.
Trulicity
A medicine for type 2 diabetes in adults and some children, and to reduce the risk of certain heart problems in some adults with type 2 diabetes.
誰が買っているか5
- In the United States, McKesson, Cencora, and Cardinal Health buy and distribute Lilly medicines to pharmacies, hospitals, physicians, and other providers.
- Private insurers and pharmacy benefit managers negotiate rebates and decide which medicines their health plans cover and on what terms.
- Government health programs and public health systems buy or reimburse medicines, and may set conditions for patient access.
さらに2件を表示
- Patients generally receive Lilly medicines through prescriptions filled at pharmacies. In some places, LillyDirect helps connect patients with independent care providers and third-party pharmacies that dispense selected medicines.
- Outside the United States, Lilly sells through its own sales teams in many countries and uses local distribution or promotion partners in some markets.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Mounjaro and Zepbound together accounted for 65% of total revenue (six months ended June 30, 2026, high), making results dependent on those medicines and the market for incretin treatments.
- 2Lilly sells most U.S. medicines through wholesalers; McKesson, Cencora, and Cardinal Health each accounted for a significant percentage of consolidated revenue in 2025.
- 3Some manufacturing materials come from a single source, and Lilly also uses outside companies for parts of medicine and device manufacturing. The company says it and the pharmaceutical industry depend on China-based suppliers for portions of the supply chain.
- 4Medicine sales depend on regulatory approval and continued compliance with rules for manufacturing quality, safety, marketing, pricing, and reimbursement.
うまくいかなくなる可能性
- 1A large share of revenue comes from Mounjaro and Zepbound. Competing medicines, limits on insurance coverage, or changes in patient demand could reduce sales of these products.
- 2Government price-setting, rebates, and insurance coverage decisions can reduce the prices Lilly receives or limit access. The United States selected Jardiance for Medicare price-setting effective in 2026 and selected Trulicity and Verzenio for 2028.
- 3Research and development can fail to produce enough medicines that reach patients and earn sales. When patents or other protections expire, generic or similar medicines can quickly reduce sales of Lilly's products.
ELI Lilly & Coについて
Lilly researches, develops, manufactures, and sells human medicines in the United States and around the world. Its medicines treat conditions including type 2 diabetes, obesity, cancer, inflammatory diseases, migraine, and Alzheimer's disease. It also works with other companies on research, development, and marketing of some medicines.
- 本社
- Indianapolis, Indiana, United States
- 設立
- 1876
- 従業員数
- approximately 50,000 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
ELI Lilly & Co 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。